Actions – View By Type Customization

The Actions – View By Type Customization allows administrators to select which of the items in the PIR Item – Action Type Customization appear in the Insights Dashboard.

Location of Actions – View By Type

To locate Actions – View By Type:

  1. Go to Dashboard > Insights.
  2. Each selected PIR Action is a number in the Harvey Balls in the PIR Items column.

Include or Exclude a PIR Item – Action Type on Insights Dashboard

The Actions – View By Type Customization lists the PIR Item – Action Type Customization items and allows administrators to select them so that they appear on the Insights Dashboard.

To include or exclude a PIR Item – Action Type on Insights Dashboard:

  1. Go to Settings > Customization > Insights.
  2. Click Actions – View By Type.
  3. Click to select or deselect the Include on Insights checkboxes.
  4. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

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